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Hilton's Outset Collection Goes Bookable as Brand Count Hits 25
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Dutch Bros' Food Pilot Is Working: 5.7% Comps and 175 New Stores in 2026
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Toast Crosses $2B ARR — And Tells Wall Street Toast IQ Is the Next Engine
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Marriott Beats on Bonvoy and International — But U.S. RevPAR Quietly Dipped
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CAVA's First Misstep: 1.9% Comps, an EPS Miss, and a 54% YTD Slide
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Wingstop's Smart Kitchen Bet Lands as Comps Crater 5.6%
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Yum's Strategic Review of Pizza Hut: A Sale, Not a Refresh
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McDonald's Funded a $75M Q4 Value Push — and Quietly Raised the EVM Discount to 15%
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·6 min read
Denny's Goes Private at $620M: The First Domino in 2026's Casual-Dining Reset
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Mews Acquires DataChat to Seed an Agentic Hotel-AI Platform
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Toast IQ Launches — a Conversational AI Assistant Across ~148,000 Locations
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·7 min read
Q3 Dispatch: Chipotle's Traffic Problem, Starbucks' Turnaround, Brinker's Outlier Comps
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The Voice Agent Maturity Curve
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The Four Margins of a Restaurant
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The AI Premium in Hospitality M&A: Broker Story or Real Number?
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What the DoorDash/SevenRooms Deal Actually Buys
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